Filed August 8, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,145 | $42,548-0.9% | $74,550-43.5% | $56,287-25.1% |
| Participation rate | 90.7% | 60.5%+30.3pp | 69.1%+21.6pp | 69.9%+20.9pp |
| Annual return | -5.15% | 12.40%-17.6pp | 32.53%-37.7pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,064 | $855+24.5% | $1,961-45.7% | $2,111-49.6% |
| Participant deferral / active EE | $2,792 | $2,277+22.6% | $3,108-10.2% | $3,350-16.6% |
| Admin fee / account holder | $4,430 | $467+848.4% | $5,060-12.4% | $521+750.5% |